Advisers on the Move TEST

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Santo Lawrence BlumkeThe Huntington Investment CompanyAvantax Investment Services, Inc.02-18-2020
Matthew C. OwensThe Huntington Investment CompanyJ.P. Morgan Securities LLC02-01-2020
Charles A. FowlerThe Huntington Investment CompanyFifth Third Securities, Inc.01-24-2020
Steven Ernest HartmanThe Huntington Investment CompanyCUNA Brokerage Services, Inc.09-03-2019
Matthew A. WrennThe Huntington Investment CompanyInfinex Investments, Inc.08-30-2019
Richard Norman Spears Jr.The Huntington Investment CompanyFinancial Engines Advisors L.L.C.07-16-2019
Peter Joseph BurgettThe Huntington Investment CompanySecurian Financial Services, Inc.04-04-2019
Grant Norman HallThe Huntington Investment CompanySecurities America, Inc.04-01-2019
Angelique Renee RobertsThe Huntington Investment CompanyKey Investment Services LLC02-25-2019
Jill Kristine GarveyThe Huntington Investment CompanyMerrill Lynch, Pierce, Fenner & Smith Incorporated01-29-2019
Gaetano DibellaThe Huntington Investment CompanyJ.P. Morgan Securities LLC10-26-2018
Steven M. ReausoThe Huntington Investment CompanyCitizens Securities, Inc.07-06-2018
Kevin Lee FriddleThe Huntington Investment CompanyCUSO Financial Services, L.P.07-06-2018
Jamie Marie-Brandt PilkintonThe Huntington Investment CompanyJ.P. Morgan Securities LLC06-27-2018
Dawn Louise ManahanThe Huntington Investment CompanyCitizens Securities, Inc.$10006-25-2018
Chad Russell AllemonThe Huntington Investment CompanyNYLIFE Securities LLC06-11-2018
Joshua D. PalettaThe Huntington Investment CompanyJ.P. Morgan Securities LLC06-08-2018
Steven Michael FlaggThe Huntington Investment CompanyCitizens Securities, Inc.06-01-2018
Alfonzo Credit IIThe Huntington Investment CompanyCitizens Securities, Inc.$15004-11-2018
Cheryl Ann HarwellThe Huntington Investment CompanyAmeriprise Financial Services, LLC$1003-21-2018
Jeffrey E. KujanThe Huntington Investment CompanyJ.P. Morgan Securities LLC03-21-2018
Joseph Tedy SoyadThe Huntington Investment CompanyNorthwestern Mutual Investment Services, LLC03-20-2018
Dolores Angela AngusThe Huntington Investment CompanyJ.P. Morgan Securities LLC12-15-2017
Joshua Arthur Ryan RennertThe Huntington Investment CompanyCetera Investment Services LLC11-15-2017
Lynne RolfeThe Huntington Investment CompanyPNC Investments10-23-2017
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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.